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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Perry is a financial advisor with Morgan Stanley. John has over 20 years of experience in the financial services industry. John is registered with FINRA and the SEC as a Registered Representative. John provides financial planning and investment advice to individuals, families, and businesses. John is also a Registered Investment Advisor in several states. John is a member of the firm's advisory committee and is involved in the community, serving on the board of directors for several non-profit organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IN
03/26/2020 - Present
Morgan Stanley (Carmel IN)
IN
01/30/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (INDIANAPOLIS IN)
IN
10/01/2008 - 02/05/2009
J.P.MORGAN SECURITIES INC. (INDIANAPOLIS IN)
IN
11/20/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (INDIANAPOLIS IN)
NY
12/15/2004 - 09/22/2006
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
08/03/2001 - 12/09/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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